Overview

The Managers Users Functions allows you to add, delete and update user accounts.

The Manage Users function is located in the administration tools menu.

User Types

The following user types are available:

  • Read only - User has read only access to charts. User can only view and (optionally) publish/print charts.
  • Read/write - User has read/write access to charts. User can create and modify charts.
  • Administrator - User can access administration tools (also has read/write access).

User Interface

adduser.png Add User Add a new user.
edituser.png Edit User Update selected user record (including the Access Group).
deleteuser.png Delete User Delete selected users.

Access Control

You can limit the folders and functionality a user can access using the Access Groups functionality.

You can also limit which records a user can access within a specific chart. See the Security topic for more details.

Private Folders

When you create a Read/Write user, you can optionally create a 'Private Folder' for the user (in the Add User Dialog). Private Folders can also be accessed by the associated user (and, of course, system administrators.

Mass Creation of User Accounts

Main Article: Mass Creation of User Accounts

You can automatically create user accounts by uploading a comma delimited file to OrgChart.

Password Delivery

The recommended method for delivering user credentials is to ask the end user click on the 'Request access to existing account' link located in the OrgChart login page. After clicking the link, the user will be emailed credentials. Alternately, you can note the password displayed in the Add User dialog and then communicate to the end user.

Tips and Tricks

  • For each Read/write user, you can create a private folder. A private folder can only be accessed by the associated user (and administrators).
  • Each account has a limited number of read/write seats available. Read only seats are unlimited. If you need additional administration or read/write seats, contact technical support.

Reviewed 07/30/2017